How to eliminate duplicate company records using ‘merge to’ function
Created by: Nancy Lucas
Modified on: Tue, 19 Mar, 2019 at 10:05 AM
A PPT is attached that fully illustrates how to use the merge fu...
How to Create An App Specific Password In Gmail
Created by: Jack Charles
Modified on: Thu, 10 Jan, 2019 at 4:21 PM
1. Go to your Google Account.
2. On the left navigation panel,...
Repfabric CRM Server Error: Salesman ID not visible to the user – what do I do?
Created by: John Mitchell
Modified on: Mon, 17 Jun, 2019 at 5:39 PM
You are adding a new company or opportunity via your email plugin fro...
Setting up Sync+ (Gmail Users)
To open GMAIL and use the Repfabric Sync+ tool, you must use Chrome. Microsoft Edge does not allow the add-in to be used.
Repfabric Sync...
How to install Outlook Sync+ Globally for your users
Created by: Caleb Waters
Modified on: Tue, 12 Mar, 2019 at 4:07 PM
Requirements:
Office 365 account with Admin Level permissions
Fi...
Setting up Sync+ (Outlook Online & Desktop)
How to Setup up Repfabric Sync+ in Outlook
Separate instructions to set up Gmail, click here: “Setting up Sync+ in Gmail“
IMPORTANT...
How to Create an Opportunity in Sync+ in Outlook
Click here to view the detailed tutorial on creating an opportunity online. All the fields are explained in greater detail.
To access Sync+ in Ou...
How to Set Up Auto Signature for e-mail in Repfabric (Online)
You’ll want to have a signature set up in Repfabric e-mail that contains all your important contact information. We will be setting this up in...
Related Companies – including them in an opportunity
If you have an opportunity to log for one of your End Users with a CM/CEM/OEM here’s how you can track that. Put the End User in as Customer....
Field Rep Pocket Guide (PPT)
There is a printed Field Rep Pocket Guide available that folds up and tucks in your pocket, car, or iPad/tablet carry case. This is a digital PPT Sh...